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Planview Customer Success Center

Excel Custom Reports

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Overview

Data export feature, which provides for the configuration of customized Excel Reports via IdeaPlace's Excel Connector and the Excel PivotTables functionality, using Power BI Embedded.

           

Excel Connector step.png

Excel Custom Reports example

           

           

Business Outcomes

  • Coming soon

           

           

Supporting Capabilities

  • Coming soon

           

           

Report Details

In order to use the connector, a user must have access to the Insights page within the IdeaPlace application. The access controls visibility of the Export menu which is available within the Power BI Embedded menu. This means that a user must hold the Super Administration or Report Creator role in order to access the panel by default.

           

NOTE

This format will only work on a Windows machine and is not compatible with MacOS.